The Live Greater View

Embark on a journey through the intricate landscape of managing finances as we age in this insightful episode of The Live Greater View. Join us as we delve into the critical yet often overlooked aspects of daily money management for seniors and their families. In this episode, we uncover the complexities and challenges faced by individuals and families when it comes to handling finances in later s...

Welcome to The Live Greater View, where we unravel the intricate world of small business finances! In this episode, we have the honor of hosting Bob LeMay, a seasoned financial expert with 28 years of experience. Join us as we explore the critical aspects of navigating the financial landscape for micro and small businesses. Key Discussion Points: Understanding Micro and Small Businesses: Bob sheds...

Welcome to another insightful episode of The Live Greater View, where we dive into essential conversations that matter. In today's episode, we have a fantastic guest, Cameron Huddleston, author of "Mom and Dad, We Need to Talk." Get ready for an eye-opening discussion on navigating critical money talks with your aging parents. In this episode, we explore Cameron's journey and t...

Embark on a fascinating journey into the world of wealth management and succession planning with our latest podcast episode. In this insightful conversation, we delve into the themes and challenges faced by financial advisors and their clients, exploring the intricate balance between personal growth, business expansion, and client satisfaction. Key Points Covered: Unpacking the differences between...

Hello, and welcome to another episode of The Live Greater View, where we demystify complex topics and bring you expert insights. Today's episode is a crucial one, especially for our listeners approaching the age of 65 or helping loved ones navigate the intricate landscape of Medicare. In this episode, we've invited a special guest, Emily O'Halloran from MP Group, a seasoned professi...

In this episode, we delve into the crucial world of divorce planning with a Certified Divorce Financial Analyst (CDFA). Whether you're contemplating a divorce or in the midst of one, this discussion provides invaluable insights and practical advice on the essential steps to take after a significant life change. Discover the role of CDFA professionals, explore different divorce methods, unders...

Tax Talk-2023 Insights and Beyond Welcome to another enlightening episode of "The Live Greater View"! In this episode, we're delving deep into recent tax law changes and how they shape the landscape of future financial planning. Tax planning is no longer a once-a-year event—it's a year-round process that requires a keen understanding of the evolving tax rules. We begin by highl...

The Anatomy of a Financial Plan Welcome to a compelling episode of "The Live Greater View". In this episode, we explore the fascinating world of financial planning, understanding it as a dynamic, ever-evolving process. From the tools and software that empower planners to the crucial data that forms the foundation of a financial plan, we uncover the essence of successful financial navigat...

Welcome to the third episode of "The Live Greater View," a financial planning podcast produced by VLP Financial Advisors that discusses life, money, and perspective. In this episode, hosts Rose and Chris dive deep into the world of retirement planning, addressing common questions and sharing expert insights that are valuable whether you're just starting your career or nearing retire...

The Art and Science of Legacy Planning Welcome to the Live Greater View, a financial planning podcast produced by VLP Financial Advisors that discusses life, money, and perspective. We help clients live their best life at every stage through our VLP live greater partnership process. Thank you for tuning in. In this episode, "The Art and Science of Legacy Planning," we dive deep into the...

Live Greater View: Navigating Life, Money, and Perspective for a Fulfilling Future Welcome to the Live Greater View, a financial planning podcast produced by VLP Financial Advisors that discusses life, money, and perspective. In this exciting first episode, hosts Chris and Rose delve into their motivations for creating this podcast, giving clients and potential clients an inside look into their fi...

Welcome to “The Live Greater View” podcast. The official podcast of VLP Financial Advisors. VLP Financial Advisors is an independent, full-service wealth services firm, with over $1.2B in AUA through Cetera Advisor Networks as of 1/31/23, with clients located nationwide. Our professionals work with families and individuals on financial planning, investment management, and retirement planning, as w...